Top 10 Net Payout Yields - April 2018

This article is a continuation of a monthly series highlighting the top net payout yield (NYSE: NPY) stocks that was started back in June 2012 and explained in August 2012. The series highlights the best stocks for the upcoming month utilized in part to make investment decisions for the IB Asset Management model. Please review the original articles for more information on the NPY concept.
January/February/March Returns Below are two charts highlighting the monthly returns of the top 10 stocks from January (see list here). For presentation reasons, the chart is broken into the Top 5 and Next 5 lists and compared to the S&P 500 benchmark index along with the Cambria Shareholder Yield ETF (SYLD), which offers a fund for comparison purposes that is aligned with the NPY concept.
The Top 5 stocks had a weak few months to start 2018 as only Allergan (AGN) had a positive return for the period. The S&P 500 index had a small loss for the quarter, but CBS (CBS) and Corning (GLW) were down nearly 13%. CenturyLink (CTL) had a similar loss to the S&P 500 index and the Cambria fund, but American International Group (AIG) had a big loss of over 8% to cap off the weak period. In total, the Top 5 stocks lost 6.6% for Q1 in comparison to the 1.2% loss of the benchmark S&P 500 and the 1.8% loss of the Shareholder Yield ETF.
AGN data by YCharts
The Next 5 stocks had an incredible period starting in January. The nearly 40% gain by Seagate Technology (STX) led to the gains... Read more